--- title: Setting Up Single Sign-On with Salesforce description: This article will run you through how to set up SSO between Salesforce and Holistiplan --- [Skip to content](https://help.holistiplan.com/setting-up-single-sign-on-with-salesforce#main-content) English Show submenu for translations [More support](https://help.holistiplan.com/kb-tickets/new?hsLang=en) [![Holistiplan Logo (800x200 px).webp\]](https://help.holistiplan.com/hs-fs/hubfs/Holistiplan%20Logo%20(800x200%20px).webp?width=160&height=40&name=Holistiplan%20Logo%20(800x200%20px).webp)](https://www.holistiplan.com/) Open main navigation Close main navigation - English Show submenu for translations - [More support](https://help.holistiplan.com/kb-tickets/new) Holistiplan Knowledge Base - There are no suggestions because the search field is empty. 1. [Help Center](https://help.holistiplan.com/?hsLang=en) 2. [Integrations](https://help.holistiplan.com/integrations?hsLang=en) 3. [Single Sign-On](https://help.holistiplan.com/integrations?hsLang=en#single-sign-on) # Setting Up Single Sign-On with Salesforce ## This article will run you through how to set up SSO between Salesforce and Holistiplan #### 💡 Please keep in mind that SSO with Holistiplan is Service Provider (SP) Initiated only. When you complete your setup on the Holistiplan side, a "Magic Link" will be generated for you. This is a direct SSO sign-on link that can be used in your Identity Provider to mimic an IDP initiated flow if desired. ### Salesforce Setup To begin the SSO set up you will need to create a  "Connected App" for Holistiplan. For more detailed documentation on how Connected Apps work in Salesforce [reference their documentation here](https://help.salesforce.com/s/articleView?id=xcloud.connected_app_create.htm&type=5) 1\. Inside you App Manager in Salesforce select **New Connected App** ![Screenshot 2024-01-25 at 10.35.28 AM](https://help.holistiplan.com/hs-fs/hubfs/Screenshot%202024-01-25%20at%2010.35.28%20AM.png?width=670&height=234&name=Screenshot%202024-01-25%20at%2010.35.28%20AM.png) 2\. Once created enable SAML and fill out the **Web App Settings** with the information displayed in the image below: ![Screenshot 2024-01-25 at 10.42.34 AM](https://help.holistiplan.com/hs-fs/hubfs/Screenshot%202024-01-25%20at%2010.42.34%20AM.png?width=670&height=306&name=Screenshot%202024-01-25%20at%2010.42.34%20AM.png) 3\. Save the new Connected App then navigate to **Manage Connected Apps** and click on the newly created application  ![Screenshot 2024-01-25 at 10.57.33 AM](https://help.holistiplan.com/hs-fs/hubfs/Screenshot%202024-01-25%20at%2010.57.33%20AM.png?width=670&height=293&name=Screenshot%202024-01-25%20at%2010.57.33%20AM.png) Once selected navigate to the SAML section and confirm it looks like the following: ![Screenshot 2024-01-25 at 11.01.39 AM](https://help.holistiplan.com/hs-fs/hubfs/Screenshot%202024-01-25%20at%2011.01.39%20AM.png?width=670&height=234&name=Screenshot%202024-01-25%20at%2011.01.39%20AM.png) 4\. Next you'll want to scroll down to the **Custom Attributes** section on this screen and click on the **new** button. Add the attribute **attr\_email** with the value **$User.Email** ![Screenshot 2024-01-25 at 11.06.54 AM](https://help.holistiplan.com/hs-fs/hubfs/Screenshot%202024-01-25%20at%2011.06.54%20AM.png?width=670&height=55&name=Screenshot%202024-01-25%20at%2011.06.54%20AM.png) 5\. Finally return back to the SAML section on your Holistiplan app and click **Download Metadata**. This will be used when setting up SSO on the Holistiplan side ### Holistiplan Firm Admin Setup - Log in to your **Holistiplan** application and navigate to **Settings \> Features & Tools \> General** - Ensure that **SSO Self Serve** is enabled. ![](https://help.holistiplan.com/hs-fs/hubfs/CleanShot%202026-02-11%20at%208%E2%80%AF-08-36@2x-png-1.png?width=670&height=102&name=CleanShot%202026-02-11%20at%208%E2%80%AF-08-36@2x-png-1.png) - Once enabled, click on **Security** in the left hand menu to find the **SSO Configuration** box where you can begin setup. ![](https://help.holistiplan.com/hs-fs/hubfs/CleanShot%202026-02-11%20at%208%E2%80%AF-10-18@2x-png-1.png?width=670&height=369&name=CleanShot%202026-02-11%20at%208%E2%80%AF-10-18@2x-png-1.png) - Select **Salesforce** as your Identity Provider. - Click on **Salesforce Settings** within the configuration box. - Under **Import from XML**, upload the metadata file you downloaded from Okta. This will auto-populate the required fields. Review that the details appear correctly, then click **Submit.** - Choose your preferred authentication option: - **Enable SSO** – Users can log in via SSO or with a password. - **SSO Only (no passwords)** – Users must log in through SSO exclusively. ![](https://help.holistiplan.com/hs-fs/hubfs/CleanShot%202026-02-11%20at%208%E2%80%AF-12-43@2x-png-1.png?width=476&height=605&name=CleanShot%202026-02-11%20at%208%E2%80%AF-12-43@2x-png-1.png) After this your setup is complete! Feel free to log out and log back in via SSO. If you're still experiencing any issue or having any trouble with this setup, reach out to [support@holistiplan.com](mailto:support@holistiplan.com) - [Getting Started at Holistiplan - 101](https://help.holistiplan.com/getting-started-at-holistiplan-101?hsLang=en#main-content) - [How to Contact Support](https://help.holistiplan.com/getting-started-at-holistiplan-101?hsLang=en#how-to-contact-support) - [Ready to Get Started?](https://help.holistiplan.com/getting-started-at-holistiplan-101?hsLang=en#ready-to-get-started) - [Getting Started with Your Households](https://help.holistiplan.com/getting-started-at-holistiplan-101?hsLang=en#getting-started-with-your-households) - [Tax Report](https://help.holistiplan.com/getting-started-at-holistiplan-101?hsLang=en#tax-report) - [Scenario Analysis](https://help.holistiplan.com/getting-started-at-holistiplan-101?hsLang=en#scenario-analysis) - [Master Your Dashboard](https://help.holistiplan.com/getting-started-at-holistiplan-101?hsLang=en#master-your-dashboard) - [Tips for New Users](https://help.holistiplan.com/getting-started-at-holistiplan-101?hsLang=en#tips-for-new-users) - [Deeper Dive at Holistiplan - 201](https://help.holistiplan.com/deeper-dive-at-holistiplan-201?hsLang=en#main-content) - [Mastering the Tax Report: Advanced Insights and Analysis](https://help.holistiplan.com/deeper-dive-at-holistiplan-201?hsLang=en#mastering-the-tax-report-advanced-insights-and-analysis) - [Advanced Planning with Scenario Analysis](https://help.holistiplan.com/deeper-dive-at-holistiplan-201?hsLang=en#advanced-planning-with-scenario-analysis) - [Roth Projection Tool](https://help.holistiplan.com/deeper-dive-at-holistiplan-201?hsLang=en#roth-projection-tool) - [Using the Tax Explainer](https://help.holistiplan.com/deeper-dive-at-holistiplan-201?hsLang=en#using-the-tax-explainer) - [Tax Letter- Adding Value for Your Clients](https://help.holistiplan.com/deeper-dive-at-holistiplan-201?hsLang=en#tax-letter-adding-value-for-your-clients) - [Holistiplan Basics](https://help.holistiplan.com/holistiplan-basics?hsLang=en#main-content) - [Uploading Returns](https://help.holistiplan.com/holistiplan-basics?hsLang=en#uploading-returns) - [Household Information](https://help.holistiplan.com/holistiplan-basics?hsLang=en#household-information) - [Tools & Resources](https://help.holistiplan.com/holistiplan-basics?hsLang=en#tools-resources) - [Firm Admins](https://help.holistiplan.com/holistiplan-basics?hsLang=en#firm-admins) - [Holistiplan Academy - Upload Breakdown](https://help.holistiplan.com/holistiplan-academy-upload-breakdown?hsLang=en#main-content) - [Tax Report](https://help.holistiplan.com/holistiplan-academy-upload-breakdown?hsLang=en#tax-report) - [Scenario Analysis](https://help.holistiplan.com/holistiplan-academy-upload-breakdown?hsLang=en#scenario-analysis) - [Billing and Subscriptions](https://help.holistiplan.com/billing-and-subscriptions?hsLang=en) - [User Admin](https://help.holistiplan.com/user-admin?hsLang=en) - [Tax Reports](https://help.holistiplan.com/tax-reports?hsLang=en#main-content) - [Tax Report FAQ](https://help.holistiplan.com/tax-reports?hsLang=en#tax-report-faq) - [Scenario Analysis](https://help.holistiplan.com/scenario-analysis?hsLang=en#main-content) - [General Administration and Editing](https://help.holistiplan.com/scenario-analysis?hsLang=en#general-administration-and-editing) - [Business Income](https://help.holistiplan.com/scenario-analysis?hsLang=en#business-income) - [Charitable Giving Strategies](https://help.holistiplan.com/scenario-analysis?hsLang=en#charitable-giving-strategies) - [Credits and Deductions](https://help.holistiplan.com/scenario-analysis?hsLang=en#credits-and-deductions) - [Equity Compensation](https://help.holistiplan.com/scenario-analysis?hsLang=en#equity-compensation) - [Filing Status](https://help.holistiplan.com/scenario-analysis?hsLang=en#filing-status) - [Range Calc/Solve for Max](https://help.holistiplan.com/scenario-analysis?hsLang=en#range-calc-solve-for-max) - [Retirement Plan Contributions and Distributions](https://help.holistiplan.com/scenario-analysis?hsLang=en#retirement-plan-contributions-and-distributions) - [Roth Conversions](https://help.holistiplan.com/scenario-analysis?hsLang=en#roth-conversions) - [State Taxes](https://help.holistiplan.com/scenario-analysis?hsLang=en#state-taxes) - [Strategy Illustrations](https://help.holistiplan.com/scenario-analysis?hsLang=en#strategy-illustrations) - [Wages](https://help.holistiplan.com/scenario-analysis?hsLang=en#wages) - [Scenario Analysis FAQ](https://help.holistiplan.com/scenario-analysis?hsLang=en#scenario-analysis-faq) - [Supplemental Income](https://help.holistiplan.com/scenario-analysis?hsLang=en#supplemental-income) - [Roth Projection Tool](https://help.holistiplan.com/roth-projection-tool?hsLang=en) - [Tax Letters](https://help.holistiplan.com/tax-letters?hsLang=en) - [Explainer Reports](https://help.holistiplan.com/explainer-reports?hsLang=en) - [P&C Insurance Planning](https://help.holistiplan.com/pc-insurance-planning?hsLang=en#main-content) - [Basics](https://help.holistiplan.com/pc-insurance-planning?hsLang=en#basics) - [Getting Started](https://help.holistiplan.com/pc-insurance-planning?hsLang=en#getting-started) - [Features/Additional Information](https://help.holistiplan.com/pc-insurance-planning?hsLang=en#features-additional-information) - [Integrations](https://help.holistiplan.com/integrations?hsLang=en#main-content) - [Single Sign-On](https://help.holistiplan.com/integrations?hsLang=en#single-sign-on) - [API](https://help.holistiplan.com/integrations?hsLang=en#api) - [CRM Integrations](https://help.holistiplan.com/integrations?hsLang=en#crm-integrations) - [Integrations](https://help.holistiplan.com/integrations?hsLang=en#integrations) - [Security](https://help.holistiplan.com/security?hsLang=en) - [Tax Transcripts](https://help.holistiplan.com/tax-transcripts?hsLang=en) Copyright © 2025, Holistiplan LLC